ETF Portfolio Blueprint

Canadian ETF Portfolios

The Canadian Emergency Fund ETF Portfolio

Learn how to build a Canadian emergency fund ETF portfolio focused on preserving principal, maintaining liquidity and earning modest monthly income.

The Bitcoin Barbell Portfolio (Canadian Investor Edition)

This Nassim Taleb inspired Canadian ETF portfolio blends a highly risky asset with a highly safe one to deliver historically superior risk-adjusted returns.

The Global Big Bank ETF Portfolio

This niche thematic portfolio combines four ETFs targeting Canadian, American, Australian, and European banks.

How to Create a Low-Volatility, High-Dividend North American ETF Portfolio

Learn how to combine four Canadian Fidelity factor ETFs to build a low-volatility, high-dividend portfolio that seeks stronger income without using derivatives.

How to Incorporate the Avantis CIBC Global Small Cap Value ETF (CASV) Into a Canadian ETF Portfolio

CASV’s factor investing approach is a first for the Canadian ETF market. Here’s how you can make the most of it as an investor.

The Pure-Play Canadian Bank Monthly Income Portfolio

This concentrated allocation provides yield-focused exposure to Canadian bank stocks using leverage, covered calls, and limited recourse capital notes.

The Hybrid Warfare Canadian ETF Portfolio

This ETF combo pairs traditional defense contractors with cybersecurity firms to capture both the physical and digital fronts of modern hybrid warfare.

The World War 3 Hedged Canadian ETF Portfolio

Here’s an ETF combo I think could do well if all hell broke loose, assuming you aren’t drafted.

The North American Dividend Growth ETF Portfolio (1.25x Leveraged Edition)

By applying conservative leverage to high-quality U.S. and Canadian dividend growers, this ETF portfolio aims to scale income and returns while retaining eligibility for registered accounts.

Page 1 of 4

Most Recent

The Canadian Emergency Fund ETF Portfolio

Learn how to build a Canadian emergency fund ETF portfolio focused on preserving principal, maintaining liquidity and earning modest monthly income.

Build Your Own Hedge Fund Portfolio with These 3 Alternative ETFs

Learn how to build a hedge fund-inspired ETF portfolio without traditional 2-and-20 fees, accredited investor requirements, lengthy lockup periods or redemption restrictions.

Two Long/Short ETF Macro Trade Ideas for Active Investors

Explore two hypothetical ETF long/short trades that use thematic and fixed-income funds to express macroeconomic views and capitalize on changing market conditions.

I Bought a Structured Note So You Don’t Have To: Here’s Why I Still Prefer ETFs

After buying a seven-year principal-protected structured note through CIBC, I explain why I prefer the liquidity, transparency and flexibility of autocallable ETFs.

Hamilton Enhanced Canadian Covered Call ETF (HDIV) 5-Year Anniversary: A Look Back at a Flagship Monthly Income ETF

Sponsored by Hamilton ETFs: Five years after its launch, HDIV offers a case study in the development of leveraged covered call ETFs and the growth of monthly income strategies in Canada.

KORX: Meet Canada’s First Country-Specific South Korea ETF

Sponsored by Global X Canada, we examine Canada’s first country-specific South Korea equity ETF in the Global X Korea KOSPI 200 Index ETF (KORX) and its growth-focused investment case.

DRAM and ACHP: Canada’s First ETFs for Memory Chips and Asian Semiconductors

Sponsored by Global X Canada, we examine how DRAM and ACHP provide two different ways to access the memory and Asian semiconductor segments of the AI infrastructure buildout.

TD All-Equity ETF Portfolio (TEQT): Is It Better than XEQT and VEQT?

TD’s all-equity asset allocation ETF is cheaper and comes with some changes to its underlying holdings, but does it warrant switching from iShares or Vanguard?

Why I Personally Prefer Actively Managed Covered Call ETFs

Derivative income ETFs are one area where the SPIVA results may be less applicable.

Two Covered Call ETFs That Have Outperformed Their Index ETF Equivalents

Covered call ETFs usually sacrifice some total return for income, but these two have managed to outperform comparable index ETFs on a total return basis so far.